Christopher Casale

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Financial Advisor

Email:

christopher.casale@cusonet.com

Chris Casale has been advising clients for over thirty years. He started his career with E. F. Hutton & Company in 1982. He has his Series 7, 63 and Investment Advisor Representative designation through CUSO Financial Services, LP (CFS). He also maintains his Life, Accident and Health Insurance Licenses. Chris focuses his clients on getting back to the basics, reviewing the fundamentals strategies of Time, Risk and Diversification. His clients know that Chris will provide the highest level of objective and sound investment advice, while helping them meet both their current needs and long-term goals.

Chris graduated from American International College with Honors where he Majored in Business Administration and Minored in Economics. He has been highly involved within the community working on different Boards and Organizations over the years. Chris believes that we can accomplish great things thru hard work, mutual cooperation and respect for others.

Chris has been married to Kathleen since 1984, they currently reside in Longmeadow Massachusetts and they have three children. In his free time, he enjoys reading, traveling and all sports.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.